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The Motley FoolThe Motley Fool··Daniel Sparks

Microsoft's AI Gamble: $625B Backlog Masks Margin Pressures and Execution Risks

Microsoft's commercial backlog surged 110% to $625B, but half depends on OpenAI. Heavy AI capex spending threatens margins amid intensifying cloud competition.
MSFTAMZNGOOGGOOGLcapital expenditurescloud computing
The Motley FoolThe Motley Fool··Lawrence Nga

Three Critical Signals Will Define MercadoLibre's Profitability Path

MercadoLibre's next three years hinge on margin recovery, fintech lending discipline, and competitive rationalization determining if it becomes a durable compounder or faces structurally limited profitability.
MELIPDDSEoperating marginsLatin America e-commerce